Agam Personal Finance

Crafting Your Will with Precision and Care

Will planning is a crucial component of estate planning that ensures your assets are distributed according to your wishes. In Ontario & Alberta, our will planning services offer meticulous guidance to create a will that reflects your desires, providing clarity and peace of mind for you and your loved ones.

The Importance of a Will

A well-crafted will is fundamental to any estate plan, serving as a legal document that outlines your wishes regarding the distribution of your assets, the care of minor children, and any final wishes.

Consultation

Understanding your unique situation and wishes.

Asset Review

Cataloging your assets and how they will be distributed.

Guardianship Considerations

If applicable, designating guardians for minor children.

Execution

Ensuring your will is legally binding.

What’s the difference between
a will and a trust?

A will is a document that specifies how your assets should be distributed after death. A trust can begin distributing assets before death, offers more control over when and to whom distributions are made, and can offer tax benefits.

Frequently Asked Questions

A will legally protects your wishes for asset distribution and care of minors, preventing potential disputes among beneficiaries.

Without a will, your assets are distributed according to provincial laws, which may not align with your wishes.

Yes, it’s important to review and possibly update your will regularly, especially after major life events.

Why Partner with Agam Singh Financial for Will Planning?

Our experts in Ontario & Alberta are committed to providing a compassionate and thorough will planning service, ensuring that your legacy is clearly and effectively communicated.

Get in touch

Secure the future of your loved ones and ensure your wishes are respected. Contact us today to start the will planning process and take the first step towards peace of mind.

Phone

(647) 894 4790 - CELL

Location

2682 Islington Avenue Etobicoke, ON M9V 2X5

Email

agams@singhfinancialltd.com

Hours

9:00AM - 04:00PM